Patient Access Representative job description

A Patient Access Representative serves as the first point of contact for patients, managing registration, insurance verification, and scheduling to ensure a smooth healthcare experience. This role is critical for healthcare organizations as it directly impacts patient satisfaction, revenue cycle management, and operational efficiency by accurately capturing patient information and facilitating proper financial clearance.

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What is a Patient Access Representative?

A Patient Access Representative is a healthcare administrative professional who manages the initial patient intake process in hospitals, clinics, and medical facilities. They are typically the first point of contact for patients and are responsible for gathering demographic and insurance information, verifying coverage, and explaining financial responsibilities. This role requires strong communication skills, attention to detail, and knowledge of medical terminology and insurance protocols. Patient Access Representatives play a vital role in creating positive patient experiences while ensuring compliance with healthcare regulations and maintaining accurate electronic health records.

What does a Patient Access Representative do?

Patient Access Representatives perform several key functions: They greet patients, collect and verify personal and insurance information, obtain necessary consents and authorizations, and schedule appointments. They also verify insurance benefits and eligibility, calculate patient financial responsibilities, and collect copayments or deposits. Additionally, they coordinate with clinical staff regarding patient arrivals, update electronic health records accurately, and ensure compliance with HIPAA and other healthcare regulations. Their work directly supports the revenue cycle by ensuring proper registration and financial clearance before services are rendered.

Job Overview

Patient Access Representative serves as the first point of contact for patients in healthcare facilities, responsible for coordinating patient registration, insurance verification, and scheduling appointments while delivering exceptional customer service in a fast-paced medical environment.

Patient Access Representative responsibilities include:

1. Perform complete and accurate patient registration including demographic and insurance information collection 2. Verify insurance eligibility and benefits using electronic verification systems 3. Schedule patient appointments following established clinical protocols 4. Collect co-pays, deductibles, and self-pay balances at time of service 5. Maintain compliance with HIPAA regulations and patient privacy standards 6. Process patient referrals and obtain necessary authorizations 7. Coordinate with clinical staff to ensure smooth patient flow 8. Maintain accurate electronic health records (EHR) documentation 9. Handle patient inquiries and resolve registration-related issues 10. Perform pre-registration for scheduled procedures and admissions
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Must-Have Requirements

1. High school diploma or GED equivalent 2. Minimum 2 years experience in healthcare registration or medical front office 3. Proficiency in EHR systems (Epic, Cerner, or Meditech) 4. Thorough knowledge of insurance verification processes 5. Understanding of medical terminology and CPT/ICD-10 codes 6. Excellent communication and customer service skills 7. Ability to handle sensitive patient information confidentially 8. Basic math skills for payment processing 9. Familiarity with HIPAA compliance requirements 10. Multitasking ability in high-volume environment

Preferred Qualifications

1. Associate's degree in Healthcare Administration or related field 2. EPIC certification or proficiency 3. Experience with patient scheduling software 4. Bilingual skills (Spanish/English) 5. Previous experience in hospital setting versus clinic 6. Knowledge of Medicare/Medicaid guidelines 7. Experience with cash handling and payment processing systems 8. Certification as Certified Healthcare Access Associate (CHAA) 9. Experience with pre-authorization processes 10. Familiarity with patient financial counseling

Bonus Skills

1. EPIC Resolute certification 2. CHAA or CHAM certification 3. Fluency in multiple languages 4. Experience with patient portal systems 5. Knowledge of revenue cycle management 6. Experience with emergency department registration 7. Training and onboarding experience for new staff 8. Proficiency in multiple EHR systems 9. Experience with mobile registration technology 10. Understanding of value-based care models

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